We give
unbiased advice.
We are not associated with, nor do we answer to, a larger parent company.
At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.
For people seeking financial well-being, our financial advisors provide a proven process for creating meaningful happiness through identifying how you want to live, then developing and implementing a clear, concise financial plan to help you achieve
WELCOME
We are Integrated
Wealth Management
You are unique. Your financial plan should be, too. Our advice is about more than smart money management. It's about seeing the bigger picture, identifying risk and discovering opportunity. It's about learning your aspirations and your goals, then building a personalized plan to reach them.
Different How
We Help
About Us
We're Different.
We have adapted our advice over time as rules and regulations have changed and as different products have emerged. Throughout varying economic climates, we have maintained and stressed that any investment decision our clients make should be within the context of their financial plan.
Our independence allows us to give our clients unbiased advice based upon their unique situation, with no influence or limitations based on product selection.
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Services
How We Help
As integrated wealth managers, we make a promise to consider and plan across all aspects of your unique financial situation and life objectives. Together, we create an entire picture of your life using a highly individualized financial plan. We then implement, monitor and report the results to you in a clear and consistent way.
Family & Lifestyle
Optimizing your Finances
Planning for the Future
Navigating Change
Transferring Wealth
Helping Dependants
Minimizing Taxes
Creating a Plan
Changing Careers
Estate Planning
Assisting Parents
Generating Income
Saving For Your Goals
Retirement Transition
Estate Transfer Planning
Buying a Home
Managing Cash Flow & Debt
Preparing For Retirement
Life Changes
Charitable Giving
Learn More
The level of service RGF provides is exceptional. They are professional and reliable while connecting with their clients at a personal level, and provide advice with their clients' needs and interests always in mind.
Jose Gonzalez
Vancouver, BC
Our advisor takes a very personalized approach to financial advising and planning, and is very respectful to our needs and wishes. When you can worry about one less thing, it's so helpful! Thank you RGF!
Laura Beaulac
Vancouver, BC
The team at RGF are amazing to work with. I had very basic financial management knowledge and the team was very helpful in guiding me and setting up services that make my hard earned money work for me. 10/10 service highly recommend!
Kalila Silva
Surrey, BC
The level of service RGF provides is exceptional. They are professional and reliable while connecting with their clients at a personal level, and provide advice with their clients' needs and interests always in mind.
Jose Gonzalez
Vancouver, BC
Our advisor takes a very personalized approach to financial advising and planning, and is very respectful to our needs and wishes. When you can worry about one less thing, it's so helpful! Thank you RGF!
Laura Beaulac
Vancouver, BC
About Us
Our Story
We have adapted our advice over time as rules and regulations have changed and as different products have emerged. Throughout varying economic climates, we have maintained and stressed that any investment decision our clients make should be within the context of their financial plan.
Learn More
TAKE AWAYS
Advisor Insights
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How to Access Equity from Your Principal Residence during Retirement
By Clay Gillespie on 12 Apr 2024
For many British Colombians, a large amount of their net worth is tied up in the equity of their principal residence. There are four main avenues to access this equity - all with some advantages and disadvantages
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Hold on Dorothy, We’re Way Beyond Kansas Now!
By Brett Simpson on 19 Mar 2024
In the Land of Oz and the ever-evolving landscape of the stock market, a phenomenon that should capture the attention of investors is a tornado-like concentration of market value within a select few companies.
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Money and Your Mental Health
By Anne Hammond on 13 Feb 2024
Many people believe that managing their money is only about math, but did you know that your mental health is related to your money too?
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What is an RESP and Why Should I have One?
By Reg Sangha on 15 Jan 2024
As the parent of two teenagers, I think I have a good idea of what it costs to raise them. Over time, costs transition from diapers and new clothes as they continuously outgrow them, to paying for activities and increased food consumption in their teenage years.
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CRA – Good ideas, higher costs and alerts
By Teresa Black Hughes on 12 Dec 2023
Although we don’t prepare tax returns, we do keep up with what’s happening with Canada Revenue Agency and how that affects our clients.
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Do Wars Cause Market Downturns?
By Ryan Gee on 10 Nov 2023
It is not a surprise that global conflicts are known to create a feeling of uncertainty among investors. This uncertainty can cause investors to want some level of control by wanting to hold more cash.
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First Home Savings Accounts – Available Now!
By Jon Knutson on 13 Oct 2023
Buying a home can be a challenge for many Canadians. Fluctuations in home prices, along with increased interest costs play a huge part in a first-time homebuyer’s ability to afford a home.
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Are You Prepared?
By Tara Ennevor on 18 Sep 2023
During times of uncertainty or in emergency situations, especially during a serious health event or natural disasters like the recent wildfires, being prepared takes on a new level of importance.
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What is the Alternative Minimum Tax?
By Brent Vandekerckhove on 15 Aug 2023
You may have heard rumblings about changes to the “Alternative Minimum Tax,” and have perhaps asked yourself, what is this and how does it affect my own situation?
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How to Protect Yourself from a New Kind of Financial Scam
By Anthony Ma on 13 Jul 2023
Imagine you are sitting at home on your patio with a coffee in one hand and your cell phone in the other, listening to a voicemail that appears to have been left by your daughter.
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How Seniors Can Benefit from the Disability Tax Credit
By Daniel Sitar on 13 Jun 2023
The disability tax credit (DTC) can be a powerful benefit for Canadians who qualify. It allows an individual with an impairment or supporting family member to reduce the amount of income tax they pay.
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Are you Compatible…Financially?
By Debbie Saleem on 15 May 2023
Although it's not always easy initiating conversations around money, talking openly about finances is important for your relationship's wellbeing.
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Defined Benefit Pension Plans
By Bryn Hamilton on 14 Apr 2023
Do you contribute to a defined benefit pension plan?
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Pumping the brakes
By Christian White on 15 Mar 2023
When the economy is overheated and asset prices are inflated, pulling the interest rate strings is the economic definition of pumping the brakes.
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Pay Down Debt or Invest?
By Nick Hearne on 14 Feb 2023
Extra cash can present a dilemma – is it better to pay down your debt or put the money to work in investments?
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MEET THE
RGF
Team
Team
Meet Our Advisory Team
Get to know our advisors and their teams- our collaborative approach means that we work together to give you the best service possible.
Get to know our advisors and their teams- our collaborative approach means that we work together to give you the best service possible.
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Financial Advisor and Portfolio Manager604.737.6760 [email protected]
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Managing Director, Financial Advisor & Portfolio Manager604.732.6551 [email protected]
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Financial Advisor and Associate Portfolio Manager604.737.6762 [email protected]
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Financial Advisor and Portfolio Manager604 737 6770 [email protected]
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Financial Advisor and Associate Portfolio Manager604.732.6551 [email protected]
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Financial Advisor, Associate Portfolio Manager and Director604.732.6551 [email protected]
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Financial Advisor, Associate Portfolio Manager and Director604.732.6551 [email protected]
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Financial Advisor & Portfolio Manager604 737 6732 [email protected]
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Financial Advisor & Portfolio Manager604.737.6784 [email protected]
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Financial Advisor604.737.6728 [email protected]
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Financial Advisor & Associate Portfolio Manager604.737.6707 [email protected]
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Financial Advisor & Associate Portfolio Manager604.732.6551 [email protected]
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07/25/2018 08:00 AM
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